Insider Holders & Insider Ownership - Vertex Inc. (VERX)

List of insiders holdings for Vertex Inc.:
  1. Shares directly owned by the insider.
  2. Shares indirectly owned by the insider.
  3. Total shares owned by the insider (sum of shares directly and indirectly owned).
  4. Total market value if available.
  5. Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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# Insider Holder Name Report
Date Time		 Shares Owned
Directly
Indirectly		 Total
Shares Owned		 Filing
1 Tensile Capital Management LP
10% Owner		 2025-05-15 16:15:03 3,630,850
0		 3,630,850 Form 13G
2 THIRD PARTY FUNDED SPECIAL NEEDS TRUST FOR CALLUM W. RADCLIFFE u/a of AMANDA W RADCLIFFE dated May 15 2015
13(d) Group Member
10% Owner		 2020-07-29 21:59:48 2,643,639
0		 2,643,639 Form 3
3 ITEM SECOND IRREVOCABLE TRUST FBO KAILEY RADCLIFFE u/a of AMANDA W RADCLIFFE dated 10/05/2001
13(d) Group Member
10% Owner		 2020-07-29 21:59:50 2,643,639
0		 2,643,639 Form 3
4 ITEM SECOND IRREVOCABLE TRUST FBO ANTOINETTE R. RADCLIFFE u/a of AMANDA W RADCLIFFE dated 10/05/2001
13(d) Group Member
10% Owner		 2020-07-29 21:03:45 2,643,639
0		 2,643,639 Form 3
5 ITEM SECOND IRR. TRUST FBO ANDREA P. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001
13(d) Group Member
10% Owner		 2025-05-22 16:12:35 1,983,968
0		 1,983,968 Form 4
6 ITEM SECOND IRR. TRUST FBO SAMANTHA W. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001
13(d) Group Member
10% Owner		 2020-07-29 21:55:36 1,968,066
0		 1,968,066 Form 3
7 ITEM SECOND IRR. TRUST FBO MACKENZIE S. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001
13(d) Group Member
10% Owner		 2025-05-22 16:14:50 1,941,750
0		 1,941,750 Form 4
8 ITEM SECOND IRR. TRUST FBO MELANIE H. LUCAS u/a of STEFANIE W. LUCAS dated October 5 2001
13(d) Group Member
10% Owner		 2025-05-22 16:13:51 1,941,750
0		 1,941,750 Form 4
9 Westphal Jeffrey
See Remarks		 2025-06-11 15:21:46 395,895
1,125,927		 1,521,822 Form 4
10 DeStefano David
PRESIDENT & CEO		 2025-05-14 16:29:06 1,066,587
204,032		 1,270,619 Form 4
11 ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
10% Owner		 2025-01-23 18:39:49 1,211,100
0		 1,211,100 Form 4
12 ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner		 2024-12-26 18:01:26 745,706
0		 745,706 Form 4
13 ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5 2001
13(D) GROUP MEMBER
10% Owner		 2024-12-26 18:00:11 578,074
0		 578,074 Form 4
14 Radcliffe Amanda Westphal
Director
10% Owner		 2025-06-13 16:28:13 143,392
0		 143,392 Form 4
15 2020 IRREVOCABLE TRUST FOR BENEFIT OF CONSTANCE A. THOMPSON
13(d) Group Member
10% Owner		 2025-05-22 16:15:54 112,581
0		 112,581 Form 4
16 ANDERSEN ERIC C.
Director		 2025-06-13 16:26:51 110,341
0		 110,341 Form 4
17 SCHWAB JOHN R
CHIEF FINANCIAL OFFICER		 2025-03-04 16:12:11 89,624
0		 89,624 Form 4
18 Kyle Terrence
Director		 2021-11-12 16:21:37 57,429
0		 57,429 Form 4/A
19 Gayton Bradley M
Director		 2025-06-13 16:29:09 52,862
0		 52,862 Form 4
20 Thompson Stefanie Westphal
Director
10% Owner		 2025-06-13 16:27:48 51,357
0		 51,357 Form 4
21 Saunders Philip Seth
Director		 2025-06-13 16:27:19 34,968
0		 34,968 Form 4
22 Robert Kevin L
Director		 2023-12-19 16:17:00 23,936
0		 23,936 Form 4
23 Stamm John Richard
Director		 2025-06-13 16:28:40 17,047
0		 17,047 Form 4
24 Mendola Mark J
Director		 2025-06-13 16:26:19 5,327
0		 5,327 Form 4
25 Butler Lisa
CHIEF ACCOUNTING OFFICER		 2024-03-18 16:27:39 250
0		 250 Form 4
26 Rowland Bryan T.R.
GENERAL COUNSEL		 2025-03-21 16:03:16 132
0		 132 Form 4
27 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN
13(D) GROUP MEMBER
10% Owner		 2024-03-28 18:01:27 0.294
0		 0.294 Form 4
28 Leib Ryan J
Chief Accounting Officer		 2025-05-14 16:30:03 0
0		 0 Form 4